Customer Support Analyst Corporations

The Company Youll Join

Carta connects founders investors and limited partners through worldclass software purposebuilt for everyone in venture capital private equity and private credit.

Cartas fund administration platform supports nearly 7000 funds and SPVs representing $150B in assets under administration in venture capital and private equity. Trusted by more than 40000 companies Carta also helps private businesses in over 160 countries manage their cap tables valuations taxes equity programs compensation and more.

Together Carta is creating the endtoend ERP platform for private markets. Traditional ERP solutions dont work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Cartas software for the Office of the Fund CFO does just that its a new category of software to make private markets look more like public markets a connected ERP for private capital.

For more information about our offices and culture check out our Carta careers page.

The Problems Youll Solve

At Carta our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow.

As our customers primary point of contact support analysts will address inbound requests/inquiries over phone chat and email. A successful candidate will be comfortable and confident in written and verbal communication with whichever of Cartas stakeholders they end up working with. This could include Clevel executives customers employees law firms (partners and paralegals) as well as investors/board members.

As a support analyst the responsibilities and duties you can expect include:

• Provide timely and accurate frontline support for all customers that your support segment services
• Proactively followup with your clients and stay actively engaged from the day a case is opened
• Engage with clients realtime via phone or zoom
• Keep documentation of client interactions so that you and your teammates can identify and address trends through process improvement
• Become an expert in our security and escalation practices
• Train your clients based on the understanding you have acquired while working with them

The Team Youll Work With

Our teams mission is to provide excellent customer service by leveraging our knowledge of equity and Carta to reduce customer effort and empower clients to efficiently manage their ownership.

As a Support Analyst you will have the opportunity to support one of product lines including: Cap Table Management Carta Partner Program Carta for LLCs Launch and Carta Total Compensation.

About You

• Fluent in English with strong written and verbal communication skills
• Highly organized with strong attention to detail as our work is subject to many legal regulations
• Care deeply genuinely and passionately about client services
• Excited to take on new challenges
• Ability to articulate technical and complex concepts in a clear and concise manner
• Ability to balance multiple active projects
• Exhibit diplomacy tact and poise when communicating with clients or customers
• Driven to help and solve problems
• Experience in a fast paced client facing environment is a plus!
• Experience learning new technologies platforms and systems is a plus!

Even if you dont have all of the qualifications weve listed please apply if you believe you could be impactful in this role!

Our Interview Process:

If selected well begin the process with a phone interview followed by a video panel. We host our video panels every other week on Wednesday. Let your recruiter know if you need any scheduling accommodations.

Benefits:

All of our US employees can expect the following benefits:

• Equity
• Health dental and vision insurance covered at up to 100
• Access to comprehensive on demand mental health program through Modern Health
• 401k matching
• Minimum time off of 15/day per year and flexible beyond that
• Parental Leave
• Fertility Benefits
• Unlimited book reimbursement
• Learning & development resources
• Robust Employee Resources Groups
• Employee Assistance Program

Disclosures:

• We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed please connect with the talent partner via email.
• Carta uses EVerify in the United States for employment authorization. See the EVerify and Department of Justice websites for more details.
• For information on our data privacy policies seePrivacyCA Candidate Privacy and Brazil Transparency Report.
• Please note that all official communications from us will come from an @ or @ domain. Report any contact from unapproved domains to